


The Sum Prep
Financial Services • 4526 Research Forest Dr, 240, United States • 1-10 Employees
Company overview
| Headquarters | 4526 Research Forest Dr, 240, The Woodlands, Texas 77381, US |
| Phone number | +12818237566 |
| Websites | |
| NAICS | 52 |
| Keywords | Tax Planning, Bookkeeping, Tax Preparation |
| Founded | 2022 |
| Employees | 1-10 |
Key Contact at The Sum Prep
Michael Rahn
Founder
The Sum Prep Email Formats
The Sum Prep uses 1 email format. The most common is {first name} (e.g., john@thesumprep.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@thesumprep.com | 100% |
About The Sum Prep
The Sum Prep offers tax preparation and bookkeeping services with a service-first, personalized touch. We serve busy, successful people and businesses that desire a cohesive approach to their tax planning. Our team of CERTIFIED FINANCIAL PLANNER® professionals and Certified Public Accountants provide hands-on support and guidance that considers the entire scope of your financial goals. And with years of client service experience, we put your needs first while making the tax preparation process as simple and stress-free as possible. **THIS IS NOT A CPA FIRM**
The Sum Prep revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
The Sum Prep has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
The Sum Prep has never raised funding before.
Frequently asked questions
4.8
40,000 users



